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Showing 1211 - 1220 of 1833 results for "Managed Super"

Retail Super Funds tank in satisfaction-stakes

MARK STORY  |  FRIDAY, 21 DEC 2012
... Funds in November 2012 was 41.6%, the lowest level since July 2004, well behind Industry Funds (49.0%) and Self Managed Super Funds (69.1%), a new report reveals. Based on over 30,000 interviews annually with people who have Super, the latest findings ...

Matthews Steer creates new wealth management arm

MARK SMITH  |  THURSDAY, 13 DEC 2012
... firms are able to combine financial planning with technical expertise in tax, accounting and compliance for self-managed super funds, family trusts and individuals. "Many financial planners are not qualified accountants or registered tax agents, and ...

SPAA welcomes Gov's tick of approval

BEN COLLINS  |  WEDNESDAY, 12 DEC 2012
A representative body for self managed superannuation fund professionals has welcomed a federal government decision to recognise its fund auditing qualification as a win for professionalism. The program offered by the SMSF Professionals' of Australia ...

Jury out on AFSL uptake by accountants

BEN COLLINS  |  THURSDAY, 6 DEC 2012
... and superannuation Bill Shorten last week released draft regulation removing the accountants' exemption on self managed super fund advice, and introducing a "streamlined" Australian Financial Services License (AFSL) option for them from 1 July next year. ...

Brett Kenny joins SPAA board

STAFF JOURNALIST  |  FRIDAY, 30 NOV 2012
... Melbourne-based firm Rogerson Kenny where his main role is to provide taxation services to the growing clientele from the self managed super fund sector. SPAA CEO Andrea Slattery welcomes Kenny to the SPAA board, and expects his work and experience in ...

Outcomes-based investing is the future for wealth creation sector: AMP

BEN COLLINS  |  FRIDAY, 30 NOV 2012
A rise in the number self managed super funds is proof that the investment industry has not delivered, a senior AMP Capital executive said. It is no longer good enough to be satisfied with not doing as bad as an index and the industry needs to focus ...

Draft regulation released for Accountant Exemption

BEN COLLINS  |  THURSDAY, 29 NOV 2012
... practitioners will advise on a wider range of alternatives, rather that limiting their advice to the establishment of a self-managed super fund." Consumers will also benefit from competition driving down prices, said Shorten. A limited Australian Financial ...

Superannuation needs change: Keating

BEN COLLINS  |  WEDNESDAY, 28 NOV 2012
... said. Keating, also a former Labor Treasurer, said as well in the opening address to the ASFA conference, that self-managed super fund trustees often had unrealistic expectations, and that many lacked the investment skill needed to manage their own retirement ...

Flexibility not returns, drive SMSFs

ALEX DUNNIN  |  TUESDAY, 27 NOV 2012
Major research into the self managed super funds sector affirms that while flexibility and tax management is their primary motivation, their ability to stick with their chosen investment strategy gives them a self perceived performance advantage as ...

Aging SMSF trustees revert to managed solutions

MARK SMITH  |  TUESDAY, 27 NOV 2012
A growing number of self-managed super fund trustees are actively looking to move to a managed fund as they approach retirement, according to legalsuper chief executive Andrew Proebstl. He says that trustees are questioning whether they will have the ...